3 OKR examples for Quarterly Check Ins

What are Quarterly Check Ins OKRs?

The Objective and Key Results (OKR) framework is a simple goal-setting methodology that was introduced at Intel by Andy Grove in the 70s. It became popular after John Doerr introduced it to Google in the 90s, and it's now used by teams of all sizes to set and track ambitious goals at scale.

How you write your OKRs can make a huge difference on the impact that your team will have at the end of the quarter. But, it's not always easy to write a quarterly plan that focuses on outcomes instead of projects.

We have curated a selection of OKR examples specifically for Quarterly Check Ins to assist you. Feel free to explore the templates below for inspiration in setting your own goals.

If you want to learn more about the framework, you can read our OKR guide online.

Building your own Quarterly Check Ins OKRs with AI

How to create great OKRs for any scenario in seconds

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here.

You can use Tability's AI generator to create tailored OKRs based on your specific context. Tability can turn your objective description into a fully editable OKR template -- including tips to help you refine your goals.

1. Go to Tability's plan editor
2. Click on the "Generate goals using AI" button
3. Use natural language to describe your goals

Tability will then use your prompt to generate a fully editable OKR template.

How to improve existing OKRs with AI feedback

If you already have existing goals, and you want to improve them. You can use Tability's AI feedback to help you.

1. Go to Tability's plan editor
2. Add your existing OKRs (you can import them from a spreadsheet)
3. Click on "Generate analysis"

Tability's Strategy Map makes it easy to see all your org's OKRs

Tability will scan your OKRs and offer different suggestions to improve them. This can range from a small rewrite of a statement to make it clearer to a complete rewrite of the entire OKR.

You can then decide to accept the suggestions or dismiss them if you don't agree.

Using the free OKR generator to get a quick template

If you're just looking for some quick inspiration, you can also use our free OKR generator to get a template.

Unlike with Tability, you won't be able to iterate on the templates, but this is still a great way to get started.

Our Quarterly Check Ins OKRs examples

You'll find below a list of Objectives and Key Results templates for Quarterly Check Ins. We also included strategic projects for each template to make it easier to understand the difference between key results and projects.

Hope you'll find this helpful!

1. OKRs to improve quarterly communication by ensuring consistent check-ins with performance manager

ObjectiveImprove quarterly communication by ensuring consistent check-ins with performance manager
KRAct on and document any action items or feedback from check-in meetings
Record all feedback and action items during check-in meetings
Update documentation promptly following the actions taken
Implement necessary changes based on the meeting feedback
KRPrepare performance update report prior to each check-in meeting
Analyze data to identify trends
Gather recent data on team performance metrics
Compile findings into a concise report
KRSchedule quarterly meeting dates with performance manager in advance
Contact performance manager to discuss availability
Confirm and schedule quarterly meetings in advance
Review the calendar for potential meeting dates

Use template

2. OKRs to improve communication by ensuring quarterly check-in with performance manager

ObjectiveImprove communication by ensuring quarterly check-in with performance manager
KRImplement action plan based on feedback received from performance manager
Develop a comprehensive action plan addressing the concerns highlighted
Review feedback received from performance manager thoroughly
Begin implementation of formulated action plan immediately
KRDiscuss performance goals and feedback during check-in meeting
Review previous performance goals before the check-in meeting
Prepare constructive and specific feedback points
Schedule a check-in meeting to discuss performance goals
KRSchedule and attend quarterly check-in meeting with performance manager
Determine a suitable date and time for the check-in meeting
Send meeting invite to performance manager
Attend the scheduled check-in meeting

communication-improvement quarterly-check-ins employee performance-manager employee-engagement-team performance-management-team

Use template

3. OKRs to improve quarterly performance through consistent check-ins with manager

ObjectiveImprove quarterly performance through consistent check-ins with manager
KRImplement suggestions from manager to enhance performance
Review manager's suggestions carefully and clarify any doubts or queries
Outline a concrete plan to apply suggested modifications structurally
Daily monitor, measure and evaluate progress towards goals
KRReview progress towards goals and receive feedback during meetings
Prepare reports detailing goal progression
Schedule regular meetings for progress reviews
Ask for feedback during these meetings
KRSchedule quarterly meeting with performance manager
Identify schedules that align between you and your performance manager
Draft an email proposing the meeting time and agenda
Send the email and confirm the meeting date

performance-improvement managerial-input employee-under-evaluation performance-manager employee-performance-team management-team

Use template

Quarterly Check Ins OKR best practices

Generally speaking, your objectives should be ambitious yet achievable, and your key results should be measurable and time-bound (using the SMART framework can be helpful). It is also recommended to list strategic initiatives under your key results, as it'll help you avoid the common mistake of listing projects in your KRs.

Here are a couple of best practices extracted from our OKR implementation guide 👇

Tip #1: Limit the number of key results

Focus can only be achieve by limiting the number of competing priorities. It is crucial that you take the time to identify where you need to move the needle, and avoid adding business-as-usual activities to your OKRs.

We recommend having 3-4 objectives, and 3-4 key results per objective. A platform like Tability can run audits on your data to help you identify the plans that have too many goals.

Tip #2: Commit to weekly OKR check-ins

Having good goals is only half the effort. You'll get significant more value from your OKRs if you commit to a weekly check-in process.

Being able to see trends for your key results will also keep yourself honest.

Tip #3: No more than 2 yellow statuses in a row

Yes, this is another tip for goal-tracking instead of goal-setting (but you'll get plenty of OKR examples above). But, once you have your goals defined, it will be your ability to keep the right sense of urgency that will make the difference.

As a rule of thumb, it's best to avoid having more than 2 yellow/at risk statuses in a row.

Make a call on the 3rd update. You should be either back on track, or off track. This sounds harsh but it's the best way to signal risks early enough to fix things.

How to track your Quarterly Check Ins OKRs

The rules of OKRs are simple. Quarterly OKRs should be tracked weekly, and yearly OKRs should be tracked monthly. Reviewing progress periodically has several advantages:

It brings the goals back to the top of the mind
It will highlight poorly set OKRs
It will surface execution risks
It improves transparency and accountability

Most teams should start with a spreadsheet if they're using OKRs for the first time. Then, once you get comfortable you can graduate to a proper OKRs-tracking tool.

Tability's Strategy Map makes it easy to see all your org's OKRs

If you're not yet set on a tool, you can check out the 5 best OKR tracking templates guide to find the best way to monitor progress during the quarter.

More Quarterly Check Ins OKR templates

We have more templates to help you draft your team goals and OKRs.